$SNAP — Expectations are extremely low, but monetization is improving, costs are coming down, and Specs adds a major layer of optionality. There is plenty of risk, but I think the upside could be much larger if even a few pieces come together. $SOFI — The company is already profitable, still growing quickly, and expanding far beyond lending. If members, products and earnings keep compounding, I think the business can become much larger than the market currently expects. $NOW — A great business that has become much more interesting after the valuation reset. Growth remains strong, AI is becoming more important, and cash generation keeps climbing. I mostly need ServiceNow to keep executing. $UBER — Rides and delivery are already massive, advertising and Uber One add more monetization, and AV gives Uber additional long-term optionality without the thesis depending on it. The cash flow story here keeps getting stronger. $AMZN — Probably the highest-quality setup of the five. AWS, advertising and retail each give Amazon separate ways to grow earnings, while the company continues generating enormous cash flow. Different levels of risk, but in each case I think the potential upside outweighs what is currently being priced in.
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Renee Glover@tradingdiva · 3h
I picked up more Uber today
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